HERITAGE TRUSTEE SERVICES
Live / Applied — New application — not yet assigned to an examiner (as of 17 Mar 2026)
What this means for you
Not registered yet, but its 17 Mar 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99708440
- Mark type
- Stylized text
- Filed
- 17 Mar 2026
- Attorney of record
- DAVID LEE HOFFMAN
Goods and services
- Class 036 — Insurance and financial services: Fiduciary services, namely, trustee or personal representative handling trust or estate settlement and administration performed by a California licensed professional fiduciary
Owner
- Heritage Legal, PC, Palm Springs, CA, US
Prosecution history
- 17 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 17 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 17 Mar 2026 — NEW APPLICATION ENTERED